Example of items in Calendar of Recurring Events

• Published date: 01 March 2018
• Date: 01 March 2018
• DOI: http://doi.org/10.1002/ban.30637

March 2018 • Volume 34, Number 7 5

DOI 10.1002/ban© 2018 Wiley Periodicals, Inc., A Wiley Company • All rights reserved

Example of items in Calendar

of Recurring Events

Here is an excerpt from Executive Director Mark Hassemer’s Calendar of Recurring Events. Hassemer

uses the calendar to list the tasks that should be completed at each monthly board meeting. ■

February Financial report - DFO 

Program reports - PDs 

Executive director’s report - ED 

Old/new business - Board President 

Prepare calendar for upcoming fiscal year - ED Approve calendar



Review insurance coverages - General liability, property and casualty,

vehicle, D&O, Workers Comp, etc.

Packet from HMRisk



Retention summary/overtime analysis - HR Present information

Review and update Corporate Compliance Plan - DFO Approve plan

Legislative update - ED 

Investment Committee for 403b Plan meets Committee chair presents report

April Financial report - DFO 

Program reports - PDs 

Executive director’s report - ED 

Old/new business - Board President 

Arrange meeting at ACT supported living home - PD 

Review Risk Management Plan - DFO/Director HR Approve plan

Legislative update - ED 

Strategic plan - review initiatives/goals - ED 

Send board self-assessment tool electronically - ED Review results if returned for April

June Financial report - DFO 

Program reports - PDs 

Executive director’s report - ED 

Old/new business - Board President 

Invite Regional Office Director to meeting - ED Division of DD update

Legislative summary - ED 

Prepare budget for upcoming fiscal year - DFO 

 - Review budget - Finance committee Approve budget

Complete ED performance review - BOD officers Chair to present report

Review current board terms - ED Name Nominating Committee

Source: Executive Director Mark Hassemer, Columbia, Mo.